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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,403 | $114,013-90.9% | $103,693-90.0% | $155,188-93.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.08% | 49.31%-28.2pp | 47.61%-26.5pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,700 | $3,131-13.8% | $2,920-7.5% | $4,248-36.4% |
| Participant deferral / active EE | $2,023 | $4,970-59.3% | $4,579-55.8% | $6,531-69.0% |
| Admin fee / account holder | $924 | $8,407-89.0% | $7,858-88.2% | $14,480-93.6% |